Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Portfolio Strategist

First Citizens

First Citizens Bank invites experienced investment professionals to join its Wealth team in Charlotte, NC. You will partner with CMG and Wealth associates to inform policy development, asset allocation, performance analysis and reporting for institutional clients. You will deliver investment expertise, client service, and portfolio management support while mentoring less experienced strategists and contributing to business development goals. #J-18808-Ljbffr

Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Portfolio Strategist in Charlotte, NC vacancy
  •  ...Portfolio Strategist The Portfolio Strategist is an investment management role supporting Horizon's consulting clients. The primary responsibilities of this role include portfolio construction and monitoring, manager due diligence, investment universe evaluation, and... 
    Suggested
    Flexible hours

    Horizon Investments

    Charlotte, NC
    1 day ago
  •  ...responsible for designing, developing, and maintaining data assets, reporting solutions, and analytical tools that support Credit Delivery, portfolio management, risk management, and operational processes across the organization. The role provides critical management reporting... 
    Suggested
    Full time
    Part time
    Shift work
    Day shift

    Truist

    Charlotte, NC
    1 day ago
  • $98k - $110k

    Who You’ll Work WithSlalom is seeking a Corporate Strategist to join our Strategy team. Our Strategy team helps organizations of all kinds...  ...guidance for the team and support complex process mapping portfolios* Understand and lead client outcome and deal strategies to drive... 
    Suggested
    Temporary work
    Local area

    Slalom

    Charlotte, NC
    3 days ago
  •  ...accelerate transformation outcomes.We are seeking a Migration Strategist to serve as one of our foremost migration experts—helping clients...  ...continuously evolve Slalom's Migration offerings and service portfolio.What You’ll Bring* Bachelor's degree in Computer Science,... 
    Suggested
    Temporary work
    Local area

    Slalom

    Charlotte, NC
    9 hours ago
  •  ...PLLC), a licensed CPA firm.The Private Equity Industry Growth Strategist is a critical success factor to firm growth. The position will...  ...sector.Demonstrated experience working with private equity firms, portfolio companies, investors, or other participants in the Private... 
    Suggested
    Full time
    Contract work
    Work at office
    Flexible hours

    Elliot Davis

    Charlotte, NC
    2 days ago
  • $60k - $100k

    Growth Strategist Overview The Growth Strategist is the core of our new agency model, serving as the strategic partner for our clients....  ...specialists to deliver measurable P&L impact. Key Responsibilities Portfolio Management & Business Growth Act as the General Manager for a... 
    Remote work

    Digital Position, LLC

    Charlotte, NC
    2 days ago
  •  ...and developing team members through coaching, teaching, empowering, and influencing technical and consulting skills.Partnering with portfolio team to demonstrate technical capabilities, envision valuable solutions, estimate proposed work plans, and recommend team... 
    Work at office
    Remote work
    Visa sponsorship
    Work visa
    Flexible hours

    CapTech

    Charlotte, NC
    4 days ago
  •  ...make great things possible not only in your community, but around the world. This position is part-time 30, hybridAs a Wayfinding Strategist, you would be a part of and collaborate with a team of multi-disciplinary designers. You would work closely with the team to... 
    Part time
    Work at office
    Local area
    Work from home

    HDR

    Charlotte, NC
    9 hours ago
  • $45 per hour

     ...products and sectors. Recommend whether initiatives should proceed, pivot, pause or stop. Lead Product Experience Strategist. Influence the portfolio Partner early with Product, Engineering and leadership. Turn complex evidence into concise recommendations... 
    Local area

    Stratedge IT Consulting INC

    Charlotte, NC
    26 days ago
  • $79k - $109k

    You connect the dots between what customers need and what businesses can deliver — and you make it realwith product. As aProductStrategy Consultant at Slalom,you'lladvise clients on how to transform their products andproductexperiences in ways that are human-centered, ...
    Temporary work
    Local area

    Slalom

    Charlotte, NC
    3 days ago
  • Wealth Planning StrategistThe Wealth Planning Strategist (WPS) delivers sophisticated financial, estate and tax planning advisory services to TIAA's highest net worth and most influential clients. The WPS provides thoughtful, appropriate educational guidance for the client... 
    Work at office

    Teachers Insurance and Annuity Association

    Charlotte, NC
    9 hours ago
  •  ...businesses - and their internal customers - to achieve more through innovation, automation, and intelligent insights.The Role: Senior Strategist, AI AdvisoryThe Senior Strategist, AI Advisory, is a senior client facing advisor responsible for helping organizations navigate... 
    Full time
    For contractors
    Remote work

    Presidio

    Charlotte, NC
    2 days ago
  •  ...participants achieve better financial outcomes through a suite of differentiated retirement, advice, and engagement solutions. As a Senior Strategist on the Participant Financial Success - Offer Strategy and Planning team, you will play a key role in shaping the future... 
    Full time
    Work experience placement

    Vanguard

    Charlotte, NC
    1 day ago
  • $102k - $147k

    Who You’ll Work WithWe are growing our global supply chain strategy team who is delivering transformational solutions for our clients focused on: planning, logistics and fulfillment, and procurement. What You’ll Do· This role will play a critical part in growing and supporting...
    Contract work
    Temporary work
    Local area

    Slalom

    Charlotte, NC
    9 hours ago
  • About the OpportunityAt Vanguard, we're exploring how tokenization and other emerging technologies can impact our business and benefit our clients and crew. We are seeking a strategic leader who can identify where these innovations create meaningful value for our clients...
    Full time

    Vanguard

    Charlotte, NC
    9 hours ago
  • The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications...
    Full time
    Part time
    Work experience placement
    Shift work
    Day shift

    Truist

    Charlotte, NC
    4 days ago
  • Honeywell Technologies seeks a Sr Communications Specialist to join the Brand and Communications team, focusing on internal and external communications for the Industrial Automation business. You will develop strategies to enhance brand presence, requiring excellent writing...

    Honeywell Technologies

    Charlotte, NC
    3 days ago
  • PNC is seeking a Senior Business Experience & Planning Specialist in wealth management, based in Pittsburgh, PA, or Charlotte, NC. The role focuses on analyzing business needs, designing data-driven solutions, and guiding cross-functional initiatives to deliver value for...
    Work at office

    Fairygodboss

    Charlotte, NC
    5 days ago
  •  ...Charlotte, NC - Hybrid, 3 Days a Week Optomi, in partnership with a leading enterprise organization, is seeking a Design Thinking Strategist to support an internal innovation and consulting team focused on solving complex, ambiguous business challenges through human-... 
    Long term contract
    3 days per week

    Optomi

    Charlotte, NC
    2 days ago
  •  ...Brand Strategist This is a hybrid role requiring in-office work Tuesday–Thursday in Charlotte, NC. Applicants must be local to the Charlotte area. The Role The Brand Strategist plays a central role in shaping the strategic direction of our client engagements. This position... 
    Work at office
    Local area

    Crafted Agency

    Charlotte, NC
    3 days ago
  • $84.8k - $127.2k

     ...provider of business and technology services, we offer boutique solutions to solve complex problems. Our multidisciplinary teams of strategists, designers, and technologists excel in research and discovery, experience strategy, design, experience management, and technology... 
    Permanent employment
    Temporary work
    Remote work
    Shift work

    TEKsystems

    Charlotte, NC
    5 days ago
  •  ...AI Product Strategy & Innovation within the Chief Operating Office. This role will drive product strategy and execution across a portfolio of no-code and low-code AI products and workflow automation capabilities that improve operational efficiency, strengthen execution... 
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Charlotte, NC
    9 hours ago
  • $120k - $160k

    Salary: $120,000 - 160,000 per year Requirements: We are looking for a curious leader who is comfortable with ambiguity, adapts readily, shows a bias toward action, and enjoys ambitious work. We typically require 8+ years of relevant experience in strategy, product...
    Full time
    Shift work

    Vanguard

    Charlotte, NC
    4 days ago
  • $157.2k

     ...the firm’s Wealth Strategy platform, operating at the intersection of advanced estate and family enterprise planning. The Wealth Strategist serves as an advisor on the most complex Private client engagements, partnering with Tax, Wealth Advisory, and other firm service... 
    Work at office

    Forvis Mazars US

    Charlotte, NC
    1 day ago
  •  ...standard in Charlotte, NC   Our client seeks a Design Thinking Strategist IV to lead discovery, research, and strategy that inform...  ...research, product strategy and design, and/or service design with portfolio evidence across the product lifecycle. ~ Experience aligning... 
    Hourly pay
    Local area

    Eliassen Group

    Charlotte, NC
    3 days ago
  • $70.35k - $188.1k

    We Are: Accenture Strategy. We empower clients to survive and thrive in the new, the now, and the unknown through deep industry expertise, analytics, and insights. To stay agile in a world dominated by chan ge, the C-suite must keep the core business running while simultaneously...
    Full time
    Live in
    Work at office
    Local area
    Flexible hours

    Accenture

    Charlotte, NC
    4 days ago
  • We are:Accenture’s Talent Reinvention Partner and we’re helping clients reinvent how people and organizations work, delivering leadership, talent, operating models, workforce intelligence, and change solutions to accelerate the workforce agenda in the age of AI. We develop...
    Full time
    Live in
    Work at office
    Local area
    Shift work

    Accenture

    Charlotte, NC
    9 hours ago
  • About Directive Consulting Directive Consulting is the leading B2B marketing agency for companies that are done optimizing for metrics that don't move the business. With over a decade of expertise and 420+ B2B brands behind us, we know what real results look like. We...
    Full time
    Work at office
    Remote work
    Home office

    Directive

    Charlotte, NC
    14 days ago
  • Roles & Responsibilities: Oversee and lead a collection of Paid Media accounts Serve as direct support to client contacts Weekly communication with any vendors or operational partners to ensure we're aligned on tasks being assigned, work quality, and any improvements...
    Full time

    Directive

    Charlotte, NC
    17 days ago
  • We are:Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and ...
    Full time
    Live in
    Work at office
    Local area

    Accenture

    Charlotte, NC
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Strategist. Be the first to apply!